Nonprofit · EIN 23-7050570
ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE
Tax-exempt · CHARLOTTE, NC 28223
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $16,644,735 | $13,438,117 | $3,206,618 | $48,431,223 | $232,497 | $48,198,726 |
| June 30, 2024 | 990 | $6,166,762 | $7,030,176 | -$863,414 | $42,310,833 | $426,618 | $41,884,215 |
| June 30, 2023 | 990 | $6,549,104 | $8,852,420 | -$2,303,316 | $41,104,148 | $276,571 | $40,827,577 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $14,952,154
- Program service revenue
- $0
- Investment income
- $1,192,055
- Net gain from sales of assets
- $602,009
- Net income from fundraising events
- -$40,910
- Other revenue
- $500,526
Expenses
- Grants and similar amounts paid
- $7,833,309
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Legal fees
- $3,236
- Accounting fees
- $29,910
- Travel
- $1,137,216
- Depreciation
- $28,552
- Program services (functional)
- $9,652,742
- Management and general (functional)
- $3,460,189
- Fundraising (functional)
- $325,186
Balance sheet and other
- Total assets, start of year
- $42,310,833
- Total assets, end of year
- $48,431,223
- Total liabilities, end of year
- $232,497
- Net assets, end of year
- $48,198,726
- Land, buildings and equipment
- $560,964
- Net assets without donor restrictions
- $4,009,399
- Net assets with donor restrictions
- $44,189,327
- Gross receipts
- $17,304,542
- Employees
- 0
- Volunteers
- 33
- Year formed
- 1969
- State of legal domicile
- NC
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BETH CRIGLER | EX-OFFICIO Trustee or director | 1 | $0 | $317,360 | $87,091 |
| RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $283,316 | $60,251 |
| KELLY WEATHERMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $107,442 | $38,108 |
| ALI R LACY SHERRILL | PRESIDENT Trustee or director | 1 | $0 | $0 | $0 |
| SADLER BARNHARDT | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| TOM PHILLIPS | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| CHARLITA R JOSEPH | BOARD MEMBER, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| JODI KAPLAN | BOARD MEMBER, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HILL | BOARD MEMBER, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| ALAN COCHRANE | CHAIRMAN Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT B BOYD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN BREWER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JERMAINE BURNS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
21 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JOEY COHEN | BOARD MEMBER Trustee or director | 1 | $0 |
| JEFF CORLEY | BOARD MEMBER Trustee or director | 1 | $0 |
| M HEATH GILBERT JR | BOARD MEMBER Trustee or director | 1 | $0 |
| SARAH HUNT | BOARD MEMBER Trustee or director | 1 | $0 |
| KRISTA LONG | BOARD MEMBER Trustee or director | 1 | $0 |
| JILL LEWIS | BOARD MEMBER Trustee or director | 1 | $0 |
| ROBBIE LEWIS | BOARD MEMBER Trustee or director | 1 | $0 |
| RICK MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 |
| KRYSTION OBIE NELSON | BOARD MEMBER Trustee or director | 1 | $0 |
| LARRY OGUNJOBI | BOARD MEMBER Trustee or director | 1 | $0 |
| TIFE OLUSESI | BOARD MEMBER Trustee or director | 1 | $0 |
| PAT PALMQUIST | BOARD MEMBER Trustee or director | 1 | $0 |
| JACOB PHARES | BOARD MEMBER Trustee or director | 1 | $0 |
| JOHNATHAN SHAW | BOARD MEMBER Trustee or director | 1 | $0 |
| CHARLES SIMMS | BOARD MEMBER Trustee or director | 1 | $0 |
| SCOTT R STORICK | BOARD MEMBER Trustee or director | 1 | $0 |
| LINDA SWAYNE | BOARD MEMBER Trustee or director | 1 | $0 |
| JAMES N TOUCHSTONE | BOARD MEMBER Trustee or director | 1 | $0 |
| DAN VAN DYKE | BOARD MEMBER Trustee or director | 1 | $0 |
| WILLIAM WHITTAKER | BOARD MEMBER Trustee or director | 1 | $0 |
| SHAQUELA WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 37 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BETH CRIGLER | EX-OFFICIO Trustee or director | 1 | $0 | $272,396 | $83,376 |
| RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $265,253 | $56,565 |
| KELLY WEATHERMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $102,378 | $39,961 |
| ALI R LACY SHERRILL | PRESIDENT Trustee or director | 1 | $0 | $0 | $0 |
| SADLER BARNHARDT | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| TOM PHILLIPS | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| CHARLITA R JOSEPH | BOARD MEMBER, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| JODI KAPLAN | BOARD MEMBER, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HILL | BOARD MEMBER, EX-OFFICIO Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW BAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT B BOYD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN BREWER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JERMAINE BURNS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALAN COCHRANE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOEY COHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFF CORLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| M HEATH GILBERT JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA HOWARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SARAH HUNT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRISTA LONG | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JILL LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBBIE LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICK MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRYSTION OBIE NELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY OGUNJOBI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIFE OLUSESI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| PAT PALMQUIST | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JACOB PHARES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOHNATHAN SHAW | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES SIMMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT R STORICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LINDA SWAYNE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES N TOUCHSTONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAN VAN DYKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| WILLIAM WHITTAKER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHAQUELA WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 42 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| RICHARD AMON | TREASURER Trustee or director, Officer | 1 | $0 | $280,212 | $45,929 |
| BETH CRIGLER | EX-OFFICIO Trustee or director | 1 | $0 | $218,810 | $73,166 |
| KELLY WEATHERMAN | SECRETARY Trustee or director, Officer | 1 | $0 | $87,950 | $32,900 |
| ALI R LACY SHERRILL | PRESIDENT Trustee or director, Officer | 1 | $0 | $0 | $0 |
| PAT PALMQUIST | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| SADLER BARNHARDT | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| TOM PHILLIPS | EMERITUS Trustee or director | 1 | $0 | $0 | $0 |
| ALAN COCHRANE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LISETTE SAZAMA BEDFORD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| E TERRELL BLACKMON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBERT B BOYD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| BOB BRANNON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN BREWER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| FRENCHIE WILSON BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KEVIN BROWN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JERMAINE BURNS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOEY COHEN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFF CORLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DAN VAN DYKE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| M HEATH GILBERT JR | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| HOUSTON HELMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAN BEATTY-HENLEY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MIKE HILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MITCH HODGKISS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANDREA HOWARD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SARAH HUNT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLITA R JOSEPH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHUCK KISTLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| DR MASHERRILL KOONCE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TOM KORONA | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ALI R LACY SHERRILL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JEFF LEAK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ROBBIE LEWIS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RICK MITCHELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| ANDREW MULLER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KRYSTION OBIE NELSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| LARRY OGUNJOBI | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JACOB PHARES | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CHARLES SIMMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SCOTT R STORICK | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JAMES N TOUCHSTONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SHAQUELA WILLIAMS | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 9201 UNIVERSITY CITY BLVD REESE 41, CHARLOTTE, NC 28223-0001
- Principal officer (990 for 2024)
- ALI R LACY SHERRILL, 9201 UNIVERSITY CITY BLVD REESE 411, CHARLOTTE, NC 28223
- Signed the 990
- DR RICHARD AMON, TREASURER
- Phone
- (704) 687-5432
- Return prepared by
- RSM US LLP
Mission
THE MISSION IS TO ASSIST THE UNIVERSITY OF NORTH CAROLINA AT CHARLOTTE IN ITS GENERAL ATHLETIC PROGRAMS BY PROVIDING FINANCIAL AID TO STUDENT ATHLETES AND TO PROVIDE OTHER SUCH AID TO IMPROVE ATHLETIC FACILITIES AND FURTHER ATHLETIC OPERATIONS AND PROGRAMS.
Program accomplishments
- DISBURSEMENTS TO UNC CHARLOTTE TO ENHANCE ACADEMIC AND ATHLETIC PROGRAMS INCLUDING CAPITAL PROJECTS.Expenses $8,556,274 · grants $6,736,841 · revenue $13,971,286
- SUPPORT TO UNC CHARLOTTE TO PROVIDE FUNDS FOR ATHLETIC DEPARTMENTAL OPERATIONS, SCHOLARSHIPS, OTHER FINANCIAL AID, AND ADMINISTRATION OF ATHLETIC PROGRAMS INCLUDING MENS AND WOMENS BASKETBALL, SOCCER, BASEBALL, SOFTBALL, VOLLEYBALL, FOOTBALL AND CHEERLEADING.Expenses $1,096,468 · grants $1,096,468 · revenue $623,900
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 23-7050570
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Publicly supported organization (170(b)(1)(A)(vi))
- Donations deductible (Pub 78)
- Public charity, 50% deduction limit
- Exempt since
- 1970
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Category (NTEE)
- Education (B114)
- Assets (IRS master file)
- $48,431,223
- Income (IRS master file)
- $17,304,542
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $16,644,735 | $13,438,117 | $48,431,223 | XML |
| 990 | June 2024 | $6,166,762 | $7,030,176 | $42,310,833 | XML |
| 990 | June 2023 | $6,549,104 | $8,852,420 | $41,104,148 | XML |
| 990 | June 2022 | $8,166,896 | $4,216,549 | $42,983,767 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990-T | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 23-7050570).
Questions about ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE
- What is the EIN of ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE?
- The employer identification number (EIN) of ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE is 23-7050570.
- Is ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1970.
- Are donations to ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE tax-deductible?
- Yes. It is listed in IRS Publication 78 (Public charity, 50% deduction limit).
- Which annual return does ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE?
- The 990 for the year ended June 30, 2025 names ALI R LACY SHERRILL.
- Who are the officers and directors of ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE?
- The 990 for the year ended June 30, 2025 lists 36 people; 0 received compensation from the organization.
- How much revenue does ATHLETIC FOUNDATION OF THE UNIV OF NORTH CAROLINA AT CHARLOTTE have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $16,644,735, expenses of $13,438,117 and total assets of $48,431,223 at year end.
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